| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| iFAST Global Markets (HK) Limited | Rep | Advising on securities | 2020-08-20 | 2022-07-07 |
| Rep | Dealing in securities | 2020-08-20 | 2022-07-07 | |
| iFAST Securities (HK) Limited | Rep | Dealing in securities | 2020-08-20 | 2021-04-30 |
| Everbright Securities Investment Services (HK) Limited | Rep | Advising on securities | 2016-06-24 | 2020-05-08 |
| Rep | Dealing in securities | 2016-06-24 | 2020-05-08 | |
| KINGSWAY FINANCIAL SERVICES GROUP LIMITED | Rep | Advising on securities | 2015-05-21 | 2015-07-21 |
| Rep | Dealing in securities | 2015-05-21 | 2015-07-21 | |
| HAITONG INTERNATIONAL SECURITIES COMPANY LIMITED | Rep | Advising on securities | 2014-01-27 | 2015-05-13 |
| Rep | Dealing in securities | 2014-01-27 | 2015-05-13 | |
| iBest Consultants Limited | Rep | Advising on securities | 2014-01-27 | 2015-05-13 |
| Rep | Dealing in securities | 2014-01-27 | 2015-05-13 |